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CHFN

Charter Financial Corp
CHFN

Delisted

CHFN was delisted on the 31st of August, 2018.

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77 hedge funds and large institutions have $117M invested in Charter Financial Corp in 2014 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 38 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 77 → 77 (0)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

13% less capital invested

Capital invested by funds: $135M → $117M (-$17.9M)

42% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 38

Holders
77
Holders Change
–
Holders Change %
0%
% of All Funds
2.23%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
6
Increased
22
Reduced
38
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCP
Seizert Capital Partners
Michigan
+$2M
2
JP Morgan Chase
JP Morgan Chase
New York
+$1.25M
3
BCM
Bridgeway Capital Management
Texas
+$1.1M
4
Renaissance Technologies
Renaissance Technologies
New York
+$1.08M
5
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
+$896K

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$11M
2
PCA
PL Capital Advisors
Florida
-$3.92M
3
KCM
Kennedy Capital Management
Missouri
-$1.78M
4
BFA
BlackRock Fund Advisors
California
-$1.17M
5
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$909K
Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
26
Centaur Capital Partners
Texas
$1.2M +$547K +50,000 +80%
Two Sigma Advisers
27
Two Sigma Advisers
New York
$1.18M -$688K -62,919 -36%
Invesco
28
Invesco
Georgia
$1.14M +$76.1K +6,962 +7%
BCM
29
Bridgeway Capital Management
Texas
$1.08M +$1.1M +101,000 New
BGIM
30
Brandywine Global Investment Management
Pennsylvania
$1.08M -$315K -28,840 -22%
AllianceBernstein
31
AllianceBernstein
Tennessee
$1.05M +$644K +58,945 +150%
AI
32
Analytic Investors
California
$1M – – –
Two Sigma Investments
33
Two Sigma Investments
New York
$900K -$334K -30,575 -27%
CCMLC
34
Cardinal Capital Management LLC (Connecticut)
Connecticut
$877K +$896K +82,000 New
Bank of New York Mellon
35
Bank of New York Mellon
New York
$846K -$90.8K -8,310 -10%
LBS
36
Lawrence B. Seidman
$766K -$383K -35,000 -33%
RFC
37
Russell Frank Company
Washington
$760K +$776K +71,000 New
TCIM
38
TIAA CREF Investment Management
New York
$741K -$370K -33,836 -33%
BIM
39
BlackRock Investment Management
Delaware
$659K -$152K -13,947 -18%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$586K +$514K +46,985 +595%
B
41
Baird
Wisconsin
$516K +$134K +12,270 +34%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$499K -$15K -1,371 -3%
NFA
43
Nationwide Fund Advisors
Ohio
$480K -$39K -3,565 -7%
PP
44
PDT Partners
New York
$467K -$7.65K -700 -2%
Geode Capital Management
45
Geode Capital Management
Massachusetts
$463K +$21.3K +1,947 +5%
Citadel Advisors
46
Citadel Advisors
Florida
$435K +$287K +26,257 +182%
PPA
47
Parametric Portfolio Associates
Washington
$387K +$8K +732 +2%
California State Teachers Retirement System (CalSTRS)
48
California State Teachers Retirement System (CalSTRS)
California
$380K -$61.9K -5,664 -14%
Charles Schwab
49
Charles Schwab
California
$348K – – –
HIM
50
Hillsdale Investment Management
Ontario, Canada
$308K -$107K -9,800 -25%
1
2
3 4

CHFN Hedge Fund Activity: Q3 2014 in Review

77 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Charter Financial Corp (CHFN) for Q3 2014, worth a combined $117M — down 13% from $135M a quarter earlier.

Fund positioning in CHFN was balanced in Q3 2014: 6 funds opened new positions, 6 closed out, 22 added to existing stakes and 38 trimmed.

The largest buyer was Seizert Capital Partners, adding an estimated $2M. The largest seller was Wellington Management Group, cutting an estimated $11M.

  • 77 institutional investors held Charter Financial Corp (CHFN) as of Q3 2014, unchanged from Q2 2014.
  • Funds reported $117M of Charter Financial Corp stock for Q3 2014, down 13% quarter-over-quarter.
  • 6 funds opened new Charter Financial Corp positions in Q3 2014 and 6 closed out, a net change of 0 holders.
  • The largest Charter Financial Corp buyer in Q3 2014 was Seizert Capital Partners, an estimated $2M added.
  • The largest Charter Financial Corp seller in Q3 2014 was Wellington Management Group, an estimated $11M sold.

Based on aggregated 13F filings for Q3 2014.